• 🧭 Quick Links

Configure Your Notice of Assignment

1. Navigate to the Management Page:

   • Access the Management page in Alvys by clicking on the Profile button located in the upper right corner of the screen.

   • From the dropdown menu, select "Management" to proceed.

     

2. Add Important Information:

   • Within the General Info tab of the Management page, locate the "Important Information" section.
   • Click on the plus sign (+) button to add new information. This action will prompt the appearance of the "Manage Important Info" pop-up window.

   

3. Select Notice of Assignment:

• In the Manage Important Info window, locate the drop-down menu.

• From the options provided, select "Notice of Assignment".

• Copy the Notice of Assignment text provided by your factoring company.

• Paste the copied text into the text box within the Manage Important Info pop-up window.

  

1. Save Changes:

• Once you have entered the Notice of Assignment text, click on the "Save" button to save your changes.

Configure Saint John Capital Integration in Alvys

1. Navigate to the Management Page:

   • Return to the Management page within Alvys to begin the integration process.

2. Access the Integrations Tab:

   • From the upper left corner of the Management page, locate and select the "Integrations" tab.

3. Select Subsidiary and Expand Factoring FTP:

   • Within the Integrations tab, identify the list of subsidiaries.

   • Choose the specific subsidiary you wish to configure for Saint John Capital integration.

   • Once selected, expand the option for "Factoring".

     

4. Configure Saint John Capital Factoring:

   • Locate the Saint John Capital option within the Factoring section and click on the pencil icon to edit and configure.
   • Enter your Saint John Capital Client ID.

   

5. Save Changes:

   • After entering the necessary credentials, click on the blue Save button to apply the changes.